My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
With over 6000 employees, it supports 37 million people in 120 countries.
We are ideally looking for someone who can come in and carry out administrative tasks.
A well-known and successful business in Exeter are looking for someone to join their legal conveyancing team, to work as a Trainee Legal Assistant.
This is a great opportunity for someone who has a genuine interest in law, or maybe a more specific interest in property law, with the chance to forge out a career within this sector.
Posted by Taylor Rose Recruitment Ltd • £50K/yr to £65K/yr
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a highly reputable firm in Exeter.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work, and regular client liaison.
Perfect for a CTA Personal Tax professional looking for the next step up in their career, lots of flexibility, and an excellent work/ life balance.
My client is a market leader in the recycling industry
Key Responsibilities and Accountabilities
To assist in managing operations and to understand the material processes and resourcing required with support from the Site Manager & the MRF Manager/Consultant.